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A new wave
of migration has sparked a heated debate in Hong Kong, yet there could be
pitfalls await in these lands of the future and it is when professional advice
from financial planners comes in.
To keep
members’ pace with the opportunities that lies within this context, Member
Services Committee of IFPHK has invited Ms. Connie Yeung, a seasoned
professional in family trust, to share her insights on the financial pitfalls
and wealth management opportunities. What should a BNO holder prepare
financially if they were to migrate to the UK? How does the tax system
work in the UK? How does trust play a role in tax avoidance?
Members’
Webinar: A Call for Financial Planners Riding the Waves of Migration
Date: 30
October, 2020 (Friday)
Time: 1pm
to 2pm
Format: Webinar
(ZOOM)
Content: ❖ Wealth Management Opportunities Arise
from the Migration Waves
❖ Common
Migration Pitfalls
❖ Case Sharing: BNO Holders Migrating
to the UK
❖ Q&A Session
Host: Dr.
Keith Yu, Chairman of Member Services Committee of IFPHK
Guest Speaker:
Ms. Connie Yeung, Professional in Family Trust
Medium: Cantonese
Audience: IFPHK
Members
Capacity: 90
max. (by RSVP, first-come, first-served)
Registration:
link
Enquiry: Mr.
Chu (Tel: 2982 7872 Email: moseschu@ifphk.org)
About
the Speaker
Ms. Connie
Yeung has
been in the industry of portfolio management for clients in mainland
China for over 10 years. She has solid experience working with various
professionals to implement a structure for corporates and HNWIs for
family trusts, offshore companies, listing, private equities and unit
trusts. Ms. Yeung has worked with schools, private banks, insurance
firms, family office on corporate trainings and as speakers. She has also
been the Chief Marketing Officer and Responsible Officer of License Type 4
(advising on securities) of a PRC bank trustee, Head of Business Development of a renowned law
firm and a representative of China of a global trust company.
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